Hope
Sullivan

Lpl Enterprise, LLC

CRD#7304521
Investment Advisor
in Charleston, SC

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About this Advisor

Hope Sullivan is a financial advisor based in Charleston, South Carolina, working with Lpl Enterprise, LLC. Hope has previously held positions at New York Life Insurance Co, Nylife Securities LLC, Charleston County School District, Oceanside Collegiate Academy, Cane Bay High School, Crossfit Park West, Prudential Insurance Company Of America, Pruco Securities, LLC, and Lpl Enterprise, LLC. Hope has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, Hope is part of Lpl Enterprise, LLC, which operates out of Charleston, South Carolina. The firm has 1,075 offices and 4,650 employees. The firm manages assets totaling $18.9 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars, and other services. The fee structure at Lpl Enterprise, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1834 Egret Crest Ln
Charleston, SC 29414

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Lpl Enterprise, LLC Brokerage Details

Total Assets Under Management

$18,862,098,900

SC Average: $646,059,043
Total Number of Employees

4,650

SC Average: 13
Total Number of Accounts

114,002

SC Average: 661
Average Account Size

$165,454

SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops
  • Other

Hope Sullivan Work History

2024 - Present (1 year)

Lpl Enterprise, LLC

2022 - Present (3 years)

Prudential Insurance Company Of America

2022 - 2024 (2 years)

Pruco Securities, LLC

2021 - 2021 (< 1 year)

Nylife Securities LLC

2020 - 2021 (1 year)

New York Life Insurance Co

2017 - 2020 (3 years)

Charleston County School District

2016 - 2017 (1 year)

Oceanside Collegiate Academy

2015 - 2016 (1 year)

Crossfit Park West

2013 - 2015 (2 years)

Cane Bay High School

Disclosures

Please visit the SEC profile of Hope Sullivan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Enterprise, LLC

Jordan Pritchard
Madison, AL
Matthew Pepe
Crofton, MD
Liping Cytrynowicz
Houston, TX
Tiffany Hackney
Rocky River, OH
Han Kyul Kim
Orange, CA
Hunter Furrow
Charlotte, NC
Bei Wan
Sherman Oaks, CA
Bruce Clithero
Saint Louis, MO

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